Overview

Vision

To be recognised as the mortgage network of choice that issues advice that its customers can trust for life.

Mission/Purpose

To build upon our reputation for quality by continuously offering market leading support to our advisers so that they consistently offer the very best advice and products to their clients.

Values

Our DNA is comprised of quality, integrity and trust

A 'value' proposistion

With everything we do, we must try to add as much value as we possibly can. If 5 stars is the maximum, we should aim for 6.

To generate loyalty amongst our network members and to help them generate the same trust and bond with their clients.

Only ever doing the 'right thing'

The day we stop doing the right thing for our members and clients, we will become like every other mortgage network and brokerage. 

Daring to be different , always relevant

We are open to new ideas that help support deliver upon our vision, mission and purpose.

Advice for life...

We believe that if our clients trust us to arrange debt, we should repay that trust with advice on how to maintain the debt and their lifestyle when things go wrong

Treat everyone with the care and respect they deserve

We believe that if our clients trust us to arrange debt, we should repay that trust with advice on how to maintain the debt and their lifestyle when things go wrong

Thinking about our childrens children

Adopting substainability where we can and supporting those less fortunate than ourselves. We think it is our corporate responsibility to give back where we can and play our part within the communities we thrive.

In practice...